Who Owns WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY)?Hedge Fund & Institutional Holders

$43.55-0.12 (-0.26%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+12 / -5

Price History

$42.36$43.06$43.77$44.47$45.17Sep 24Jun 25Mar 26

AGGY — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+106K+$101.9B
Grey Ledge Advisors, LLCNew Position+258K+$11.4B
CITIZENS FINANCIAL GROUP INC/RINew Position+245K+$10.8B
WealthPlan Investment Management, LLCNew Position+240K+$10.6B
Smartleaf Asset Management LLCNew Position+242K+$10.0B
MERCER GLOBAL ADVISORS INC /ADVIncreased+152K+$5.6B
Oxinas Partners, LLCNew Position+106K+$4.7B
OPTIMA CAPITAL LLCNew Position+98K+$4.3B
Trilogy Capital Inc.New Position+80K+$3.5B
AMERICAN FINANCIAL & TAX STRATEGIES INCNew Position+64K+$2.8B
Golden State Wealth Management, LLCNew Position+54K+$2.4B
Sharper & Granite LLCNew Position+47K+$2.1B
Golden State Equity PartnersNew Position+40K+$1.8B
UBS Group AGIncreased+33K+$1.3B
HOWARD BAILEY SECURITIES, LLCNew Position+23K+$1.0B

AGGY — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
HighTower Advisors, LLCDecreased-106K-$36.1B
Waverly Advisors, LLCDecreased-154K-$7.3B
Defined Financial Planning LLCClosed Position-152K-$6.7B
JANE STREET GROUP, LLCClosed Position-80K-$3.5B
Freedom Investment Management, Inc.Decreased-10K-$3.3B
CITADEL ADVISORS LLCDecreased-25K-$1.3B
Atria Investments, IncDecreased-13K-$1.2B
FIRST FOUNDATION ADVISORSDecreased-23K-$1.1B
JPMORGAN CHASE & CODecreased-7K-$1.0B
Barnes Wealth Management Group, IncClosed Position-19K-$859.3M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-15K-$684.8M
OneDigital Investment Advisors LLCDecreased-456-$529.3M
Larson Financial Group LLCDecreased-57-$444.8M
SMI Advisory Services, LLCClosed Position-7K-$312.1M
IHT Wealth Management, LLCDecreased-975-$273.8M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/1,887,848$83.0B6.04%Share
2MERCER GLOBAL ADVISORS INC /ADV1,312,116$57.0B86.89%Share
3Prestige Wealth Management Group LLC634,661$28.0B5.33%Share
4UBS Group AG540,440$23.8B3.86%Share
5BANK OF AMERICA CORP /DE/440,958$19.0B1.38%Share
6Private Advisor Group, LLC413,202$18.0B84.68%Share
7FIRST FOUNDATION ADVISORS297,139$13.1B0.49%Share
8AMERIPRISE FINANCIAL INC284,132$12.0B2.71%Share
9Grey Ledge Advisors, LLC258,394$11.4B2.57%Share
10Atria Investments, Inc261,767$11.0B125.03%Share
11CITIZENS FINANCIAL GROUP INC/RI244,643$10.8B144.46%Share
12WealthPlan Investment Management, LLC240,280$10.6B0.67%Share
13RAYMOND JAMES FINANCIAL INC227,036$10.0B3.11%Share
14Smartleaf Asset Management LLC241,815$10.0B0.38%Share
15Insight Advisors, LLC/ PA204,837$9.0B1.37%Share
16STIFEL FINANCIAL CORP136,654$6.0B5.40%Share
17Oxinas Partners, LLC106,016$4.7B2.25%Share
18OPTIMA CAPITAL LLC97,744$4.3B1.86%Share
19WELLS FARGO & COMPANY/MN95,218$4.0B0.73%Share
20Trilogy Capital Inc.79,996$3.5B0.16%Share
21OSAIC HOLDINGS, INC.78,545$3.0B4.38%Share
22JPMORGAN CHASE & CO73,789$3.0B0.19%Share
23AMERICAN FINANCIAL & TAX STRATEGIES INC64,184$2.8B1.41%Share
24Sharper & Granite LLC47,377$2.1B0.73%Share
25Golden State Equity Partners39,852$1.8B0.28%Share
26Independent Wealth Network Inc.34,840$1.5B0.47%Share
27Golden State Wealth Management, LLC31,054$1.4B0.14%Share
28SEGALL BRYANT & HAMILL, LLC30,646$1.3B18.26%Share
29David Kennon Inc25,614$1.1B0.40%Share
30INTEGRITY ALLIANCE, LLC.24,084$1.1B0.04%Share
31HOWARD BAILEY SECURITIES, LLC23,406$1.0B0.41%Share
32WELLS FARGO & COMPANY/MN30,206$1.0B0.18%Share
33JPMORGAN CHASE & CO29,963$1.0B0.06%Share
34RAYMOND JAMES FINANCIAL INC29,888$1.0B0.31%Share
35Symphony Financial, Ltd. Co.27,729$1.0B0.13%Share
36Golden State Wealth Management, LLC22,698$999.0M0.11%Share
37Goldstone Financial Group, LLC19,884$875.0M0.10%Share
38Gateway Wealth Partners, LLC19,846$874.0M0.10%Share
39Winch Advisory Services, LLC18,516$815.0M0.18%Share
40Empirical Asset Management, LLC18,121$798.0M0.23%Share
41Trinity Wealth Management, LLC17,211$758.0M0.28%Share
42Ashton Thomas Private Wealth, LLC15,427$679.0M0.02%Share
43Pinnacle Financial Group, LLC / IL14,439$636.0M0.18%Share
44Beacon Financial Advisory LLC13,731$604.0M0.14%Share
45FIRST FOUNDATION ADVISORS12,996$572.0M0.02%Share
46Capstone Financial Advisors, Inc.12,976$571.0M0.03%Share
47Wealthcare Advisory Partners LLC12,416$546.0M10.73%Share
48NewSquare Capital LLC12,166$535.0M0.05%Share
49Worth Asset Management, LLC11,920$525.0M0.22%Share
50Westwood Wealth Management9,749$429.0M0.32%Share

AGGY Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025161$391.4B+67
Q3 202594$357.3B-57
Q2 2025151$542.5B-14
Q1 2025165$668.4B+37
Q4 2024128$15.5T+26
Q3 2024102$119.8T+2
Q2 2024100$55.7T+0
Q1 2024100$56.9T—

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As of Q4 2025, 50 institutional investors hold AGGY (WisdomTree Yield Enhanced U.S. Aggregate Bond Fund). The largest holder is BANK OF AMERICA CORP /DE/ with $83.0B in shares. This quarter, 12 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own AGGY?

As of Q4 2025, 50 institutional investors report holding AGGY (WisdomTree Yield Enhanced U.S. Aggregate Bond Fund) in their 13F filings.

Who is the largest institutional holder of AGGY?

The largest institutional holder of AGGY is BANK OF AMERICA CORP /DE/ with $83.0B in shares.

Is institutional ownership of AGGY increasing or decreasing?

This quarter, 12 institutions opened new positions in AGGY and 5 closed their positions.